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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: On Apr. 1 I sold ENB and PKI for tax-loss purposes and bought, at your suggestion PPL and SPB respectively as proxies. Since then PPL has appreciated 16% vs ENB 5% and PKI is up 20% vs SPB 15%. So thank you very much for those suggestions!
My question is what to do at the end of the month when I can repurchase the original holdings, now that l have a cap gains on both of my "new" purchases (maybe $2,000 total). (I know this is a nice "problem" to have!)
My preference is to buy back PKI because I think it is a better overall company for the long term and less of a commodity type holding. (concur?) My bigger question, I think, is PPL vs ENB. I am a long term investor and while you seem to favour ENB somewhat over PPL you also seem to suggest that PPL has been more oversold than ENB. I'm not one to usually wait and guess for a future price but I am wondering if in this case, I should hold PPL as it may appreciate faster or sell after the 30 day holding period expires regardless because, in the long run, you feel ENB will come out ahead.

Appreciate your insight.

Paul F.

Read Answer Asked by Paul on April 23, 2020
Q: Whenever we recover from the current Covid-19 crisis, and business starts to return to some semblance of normal, how much growth do you see in
- New Store Openings for CTC's various retail franchises?
- In growing the membership in Triangle credit cards?
- In growth in sales through e-Commerce?
Collectively, does the growth potential post-Covid 19 look sizeable, or do you see CTC as pretty much a low-growth business?
Thank you.
Edward
Read Answer Asked by Edward on April 22, 2020
Q: Which oil companies are your best Equipped to make it through the current mess? Could you make a top 5?
Read Answer Asked by Mark on April 22, 2020
Q: I have had CHE and EXE in my RIF for quite awhile.
Cost $74,526 total and currently worth $35,010 for a loss of $39,516 (Ouch!!)
Being in my RIF, there is no tax write off but selling either or both will free up $35,010 of cash for other more (hopefully) rewarding items.
The same with VET in my TFSA but even with VET's dividend cut its still paying me about 10%+ dividend on my cost of VET.
Given all the issues with Long Term Care Facilities and Corona-19, is EXE still a good long term bet?
I'm inclined to sell CHE and stay the course with the other two.
Your thoughts?
Brian
Read Answer Asked by Brian on April 22, 2020
Q: In a recent question asked by Andrew concerning the setting up of a dividend stream of safe and stable Canadian stocks, I was more surprised by some of the stocks you didn't name rather by the stocks you did include - namely bank stocks. The three major banks, for the most part, are paying higher dividends than the ones you included and you have stated in the past you consider them as secure as any. Was the reason for their omission a concern that these dividends are likely to stagnate for a while or is there some other reason(s)?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on April 21, 2020
Q: I have held IVE for many years and to sell I would have capital gains taxes to consider though not what they would have been a couple of months ago. Are there 3 - 5 dividend stocks that you think are solid bets to out perform the index coming out of the downturn over the medium term? (2-3 years)
Thanks Hugh
Read Answer Asked by Hugh on April 21, 2020
Q: I know already this will be the most naive of questions to anyone with a business background -- but how in the world can oil trade at a negative value? I can understand the notion that "one has too much" and that one has so much that you're actually willing to PAY someone to take it away ... but ... really? How does this happen? What does this mean in the oil world? How can an industry continue to function? If this has been addressed elsewhere, I'd appreciate if you could just provide a link, saving you the grief of answering it twice. Is there any point in getting/staying in oil for the foreseeable future -- other than those who are comfortable with more advanced trading techniques, of which I am not.
Read Answer Asked by Sylvia on April 21, 2020
Q: My wife retired recently. Her RRSP is around 100K. I've had it in an S&P 500 index fund for the most part. I want to change over to Canadian dividend paying stocks so she has a monthly income.
What would be your picks for the 5 most stable Canadian dividend stocks? Also, to add diversification I would put some of it into a Canadian dividend etf. Which one would you recommend? Thanks.
Read Answer Asked by Andrew on April 21, 2020
Q: I owned PPL for a few years, and with the sell down of late, I'm interested in adding to my position.

However I'd like your view on: 1. does PPL have sufficient cash flow to maintain the current dividend payout? 2. what about the counter party risk that drove down the share price, how real/or likely is it, or is it just the usual market panic?

Thank you for your insight.
Read Answer Asked by Victor on April 20, 2020
Q: Has your view of ITP changed based on their supply of the materials needed to make hospital gowns and the potential shift to making these in canada in the long run. I see that Stanfield has re-opened its manufacturing facility in Truro to make the gowns but the material is coming from ITP. Does this part of their business offset the slowdown on other items.
Read Answer Asked by kelly on April 20, 2020
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